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Friday 18 July 2025
Tesla, GM move to localize LFP supply chain amid China clampdown
China has imposed new export controls on key materials and technologies tied to lithium iron phosphate (LFP) batteries, a move industry insiders say global supply chains had been...
Thursday 17 July 2025
Polarizer makers face mounting cost pressures as PET shortages persist
Polyethylene terephthalate (PET) shortages continue to squeeze polarizer manufacturers as Japanese suppliers announce consecutive price increases effective in 2025. Industry sources...
Wednesday 16 July 2025
China restricts cathode material technology exports; LMFP becomes strategic resource, says HCM
Leading battery cathode material manufacturer HCM announced that China's Ministry of Commerce has officially imposed export restrictions on "battery cathode material preparation technology."...
Wednesday 16 July 2025
Semco pushes thinner chip capacitors to chase AI server boom
Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive...
Wednesday 16 July 2025
Apple turns to US rare earths in US$500M supply chain shift
Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.
Wednesday 16 July 2025
Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...
Tuesday 15 July 2025
Taiwan solar industry group denies toxic leakage concerns after typhoon damage
Taiwan's photovoltaic industry association dismissed public concerns about toxic liquid leakage from solar panels damaged by Typhoon Danas, saying the public is confusing solar cells...
Tuesday 15 July 2025
Apple iPhone sparks maturity and confidence in foldable market
South Korean giant Samsung Electronics recently unveiled its latest generation of foldable smartphones, including the Galaxy Z Fold 7, Galaxy Z Flip 7, and the more affordable Galaxy...
Tuesday 15 July 2025
Taiwan battery, solar sectors face safety scrutiny amid global expansion push
Taiwan's lithium battery and solar industries are confronting safety challenges that mirror risks seen across international markets, even as the government maintains support for domestic...
Monday 14 July 2025
SK On partners with L&F to build North American LFP battery supply chain
SK On signed a memorandum of understanding (MOU) with South Korean battery cathode materials company L&F to promote its lithium iron phosphate (LFP) battery business targeting...
Monday 14 July 2025
Trans-sun Materials' revenue rises 4.6% month-over-month in June 2025 on AI demand
Trans-Sun Materials Technology, a Taiwan-based electronic functional materials manufacturer, posted June revenue of NT$116 million (approx. US$3.98 million), up 4.64% from May but...
Sunday 13 July 2025
Top Bright's 1+3 strategy drives growth as HVLP5+ copper foil set for 4Q25 mass production
The stability of the weighing scale market and increasing investment in its new materials business have allowed Top Bright to yield positive results. During the company's earnings...
Saturday 12 July 2025
Exit of TSMC's star procurement VP raises industry eyebrows
Vanessa Lee, Vice President of Materials Management at Taiwan Semiconductor Manufacturing Co. (TSMC), has drawn industry attention with her unexpected resignation. One month after...
Friday 11 July 2025
Taiwan's Sun Yad builds US$583 million empire across chemicals to drones
Sun Yad Group operates across construction, biotechnology, materials, healthcare and drones in a diversified conglomerate worth NT$17 billion (US$583 million). Chairman Yu-ming Chang...
Friday 11 July 2025
Topco Scientific denies rumors of cooperation with Chinese firms, stresses compliance with export controls
In response to external allegations regarding collaboration with Chinese companies to develop chips and the involvement in exporting sensitive semiconductor materials to China, Topco...